Microsoft Corporation $MSFT is Grassi Investment Management's 2nd Largest Position

Grassi Investment Management lessened its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.1% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 159,643 shares of the software giant's stock after selling 1,849 shares during the quarter. Microsoft comprises approximately 6.3% of Grassi Investment Management's portfolio, making the stock its 2nd biggest position. Grassi Investment Management's holdings in Microsoft were worth $79,408,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Newton One Investments LLC raised its position in Microsoft by 66.7% in the first quarter. Newton One Investments LLC now owns 75 shares of the software giant's stock worth $28,000 after acquiring an additional 30 shares in the last quarter. Bulwark Capital Corp purchased a new position in Microsoft in the second quarter worth $32,000. Westend Capital Management LLC raised its position in Microsoft by 386.7% in the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant's stock worth $36,000 after acquiring an additional 58 shares in the last quarter. LSV Asset Management purchased a new position in Microsoft in the fourth quarter worth $44,000. Finally, IFS Advisors LLC raised its position in Microsoft by 50.0% in the first quarter. IFS Advisors LLC now owns 150 shares of the software giant's stock worth $57,000 after acquiring an additional 50 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company's stock.

Microsoft Stock Up 0.6%

MSFT opened at $523.61 on Friday. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. The firm has a market cap of $3.89 trillion, a P/E ratio of 38.39, a PEG ratio of 2.27 and a beta of 1.03. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The business's fifty day simple moving average is $511.52 and its 200 day simple moving average is $480.95.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, beating analysts' consensus estimates of $3.35 by $0.30. The business had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The business's revenue for the quarter was up 18.1% compared to the same quarter last year. During the same quarter last year, the company earned $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. As a group, equities research analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be paid a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, November 20th. This is an increase from Microsoft's previous quarterly dividend of $0.83. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft's dividend payout ratio is 24.34%.

Insiders Place Their Bets

In related news, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction on Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the sale, the executive vice president owned 39,111 shares of the company's stock, valued at $20,624,012.52. This trade represents a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the firm's stock in a transaction dated Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total value of $75,315,699.90. Following the completion of the sale, the chief executive officer directly owned 790,852 shares in the company, valued at approximately $399,206,272.56. The trade was a 15.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.03% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several research analysts have issued reports on the company. Citigroup increased their price objective on Microsoft from $680.00 to $682.00 and gave the stock a "buy" rating in a research report on Wednesday. Mizuho increased their price objective on Microsoft from $625.00 to $640.00 and gave the stock an "outperform" rating in a research report on Friday, October 17th. KeyCorp upgraded Microsoft from a "sector weight" rating to an "overweight" rating and set a $630.00 price objective for the company in a research report on Thursday, July 31st. Truist Financial increased their price objective on Microsoft from $650.00 to $675.00 and gave the stock a "buy" rating in a research report on Monday, August 18th. Finally, Jefferies Financial Group restated a "buy" rating on shares of Microsoft in a research report on Friday. One investment analyst has rated the stock with a Strong Buy rating, thirty-three have given a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, Microsoft currently has a consensus rating of "Moderate Buy" and an average price target of $617.44.

Microsoft Company Profile

Microsoft Corporation develops and supports software, services, devices and solutions worldwide. The Productivity and Business Processes segment offers office, exchange, SharePoint, Microsoft Teams, office 365 Security and Compliance, Microsoft viva, and Microsoft 365 copilot; and office consumer services, such as Microsoft 365 consumer subscriptions, Office licensed on-premises, and other office services.

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